+51,986.5%
AAPL vs ISRG
+21,742.8%
+30,243.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.3% |
| 7D | +3.2% | -6.1% | +9.3% | +4.6% |
| 30D | +4.1% | +4.2% | -0.2% | +3.0% |
| 3M | +17.5% | +9.6% | +7.9% | +14.8% |
| 6M | +20.6% | +1.9% | +18.7% | +19.0% |
| YTD | +31.0% | -22.3% | +53.3% | +37.0% |
| 1Y | +30.2% | -23.2% | +53.4% | +36.4% |
| 3Y | +92.9% | +58.5% | +34.3% | +70.0% |
| 5Y | +142.4% | +23.9% | +118.5% | +122.5% |
| 10Y | +1,324.9% | +536.7% | +788.2% | +858.8% |
| All | +51,986.5% | +21,742.8% | +30,243.7% | +17,342.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ISRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling